Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE) during Q2 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
10.6K+ 10.2% |
$243K - $307K
|
115K
$3.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$233K - $295K
|
10.2K
$302K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
9.48K+ 9.72% |
$217K - $274K
|
107K
$3.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
9.24K+ 5.11% |
$211K - $267K
|
190K
$5.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.52KNew |
$195K - $247K
|
8.52K
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.28KNew |
$189K - $240K
|
8.28K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7.7K+ 11.09% |
$176K - $223K
|
77.1K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
7.66K+ 4.42% |
$175K - $222K
|
181K
$5.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.54K+ 5.25% |
$172K - $218K
|
151K
$4.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.5KNew |
$172K - $217K
|
7.5K
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.45K+ 17.2% |
$170K - $216K
|
50.8K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.4K+ 4.09% |
$169K - $214K
|
188K
$5.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.33K+ 0.2% |
$168K - $212K
|
3.61M
$107M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.19KNew |
$164K - $208K
|
7.19K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.03K+ 9.08% |
$161K - $204K
|
84.5K
$2.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.6K+ 6.0% |
$151K - $191K
|
117K
$3.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6.35K+ 26.89% |
$145K - $184K
|
29.9K
$889K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
6.16K+ 291.3% |
$141K - $178K
|
8.28K
$246K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
5.22K+ 29.65% |
$119K - $151K
|
22.8K
$678K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
4.74K+ 41.69% |
$108K - $137K
|
16.1K
$478K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.71K+ 0.84% |
$108K - $136K
|
565K
$16.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.64K+ 29.69% |
$106K - $134K
|
20.3K
$602K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.42K+ 8.9% |
$101K - $128K
|
54.1K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
4.23K+ 1.94% |
$96.7K - $122K
|
222K
$6.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.82K+ 13.84% |
$87.3K - $110K
|
31.4K
$932K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 14.13% |
$84.3K - $107K
|
29.8K
$883K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
3.63K+ 14.44% |
$83.1K - $105K
|
28.8K
$855K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.59K+ 12.39% |
$82.1K - $104K
|
32.6K
$966K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.52K+ 0.43% |
$80.5K - $102K
|
818K
$24.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.12K+ 3.01% |
$71.3K - $90.3K
|
107K
$3.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.04K+ 1.71% |
$69.6K - $88.1K
|
181K
$5.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.94K+ 1.59% |
$67.2K - $85K
|
187K
$5.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Fort Henry Capital, LLC
|
BUY
|
- |
2.87K+ 1.64% |
$65.6K - $83.1K
|
178K
$5.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.63K+ 13.93% |
$60.1K - $76.1K
|
21.5K
$638K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.61K+ 3.06% |
$59.8K - $75.7K
|
88.1K
$2.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.6K+ 6.96% |
$59.4K - $75.2K
|
39.9K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.26K+ 2.0% |
$51.6K - $65.3K
|
115K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.21K+ 22.87% |
$50.5K - $63.9K
|
11.9K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.01K+ 0.93% |
$45.9K - $58.1K
|
218K
$6.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.92K+ 5.37% |
$43.9K - $55.6K
|
37.7K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.78K+ 11.15% |
$40.8K - $51.6K
|
17.8K
$528K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.7K+ 3.69% |
$38.9K - $49.2K
|
47.8K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.65K+ 0.36% |
$37.6K - $47.6K
|
463K
$13.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$36.4K - $46K
|
1.59K
$47.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.49K+ 0.67% |
$34.1K - $43.1K
|
224K
$6.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.44K+ 18.3% |
$32.8K - $41.6K
|
9.28K
$276K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.23K+ 5.11% |
$28.2K - $35.7K
|
25.3K
$752K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 4829.17% |
$26.5K - $33.6K
|
1.18K
$35.1K
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
970+ 7.82% |
$22.2K - $28.1K
|
13.4K
$397K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
833+ 0.54% |
$19.1K - $24.1K
|
155K
$4.61M
|